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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,332 | $172,111+8.8% | $150,298+24.6% | $137,256+36.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.10% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $576 | $4,636-87.6% | $4,154-86.1% | $4,156-86.1% |
| Participant deferral / active EE | $21,375 | $6,166+246.7% | $5,453+292.0% | $6,407+233.6% |
| Admin fee / account holder | $1,500 | $16,471-90.9% | $14,116-89.4% | $12,270-87.8% |